Howard Bernheim, CFP, CFA, CPA

Evaluator
DISC Type : scd

Client Development/Relationship Manager at S&P Global Market Intelligence

Greater Philadelphia, United States

Overview

Howard Bernheim is a Financial Advisor with Jalinski Advisory Group, holding CFA, CFP, and CPA designations. He leverages his extensive background in financial data from S&P Global Market Intelligence to address client needs in longevity, retirement income, and tax planning, with a focus on utilizing technology.

Colleagues of over 20 years describe him as exceptionally diligent, loyal, dependable, and personable. He is praised for his deep knowledge, proactive client service, and genuine care for understanding the academic and professional environments of his clients.

He possesses a unique combination of qualifications, including a Masters degree in Taxation from Philadelphia University.

Personality Overview

Hard To Convince

Thorough Evaluator

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Retirement Income Planning
His current role focuses on solving clients' longevity and retirement income needs, as stated in his professional headline.
Financial Technology
He emphasizes utilizing technology in his advisory role and has a long history of working with financial data solutions at S&P Global Market Intelligence.
Tax Planning
This is a core part of his advisory services, supported by his Master's in Taxation and CPA designation for Pennsylvania.

Media Appearances

Howard has no verified media appearances

Work History

10-1987 - 1-2021
Client Development/Relationship Manager at S&P Global Market Intelligence

Education

BBA from Fox School of Business at Temple University
Masters in Taxation from Philadelphia University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Greater Philadelphia, United States Job Level : N/A Designation : Client Development/Relationship Manager at S&P Global Market Intelligence
URL has been copied!

Insights For Selling To Howard

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Howard is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Howard

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Howard move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Howard take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Howard

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.